JW Cole Financial, Inc.
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JW Cole Financial, Inc. Employees
JW Cole Financial, Inc. September 2011 - Present
Education
Husson University
Bachelor's Degree, Business Administration, Management and Operations
World Equity Group November 2014 - Present
Carey & Thornton, Inc. January 2006 - Present
J.W. Cole Financial, Inc. June 2006 - November 2014
World Equity Group 2014 - 2014
World Equity Group 2014 - 2014
Skills
Accounts Receivable, Portfolio Management, Finance, General Ledger, Payroll
Education
Illinois State University 2003 — 2005
Bachelors, Finance
Forester Instituto Internacional 2003 — 2003
NA, Foreign Language
Joliet Junior College
AS, Business
MCHS 1998 — 2001
Keller Graduate School of Management of DeVry University
Financial Analysis
Douglas W. Jones Associates Financial and Insurance Services, Inc. July 1973 - Present
J.W. Cole Financial, Inc. February 2013 - Present
Walnut Street Securities, Inc. October 1985 - February 2013
General American 1980 - 1995
U.S. Army February 1966 - June 1970
Education
The American College 1978 — 1983
Professional designation: Chartered Financial Consultant
The American College 1975 — 1978
Professional designation: Chartered Life Underwriter
California State University-Fullerton 1971 — 1973
Bachelor of Arts, Business Administration, with a Concentration in Finance
Fullerton College 1970 — 1971
Associate of Arts, Business Administration
Sunny Hills High School 1960 — 1964
High School Diploma
Lucia Securities, LLC June 2014 - Present
J.W. Cole Financial, Inc. May 2013 - June 2014
Financial Advisers of America, LLC March 2012 - May 2013
Skills
Financial Services, Series 7, Series 24, Uniform Combined State..., Licensing, AML, OFAC
Education
California State University-Bakersfield 2007 — 2011
Bachelor's degree, Business Administration, Finance
Luxury and Beach Realty September 2014 - Present
J.W. Cole Financial, Inc. June 2014 - Present
Wellington Shields January 2010 - June 2014
Skills
Financial Analysis, Asset Management, Portfolio Management, Investments, Mutual Funds, Mortgage Lending, Real Estate, Finance, Strategic Financial..., Investment Properties, Loans, Financial Modeling, Real Estate Transactions, Investors, REO, Valuation, FHA, Commercial Lending, Credit, Financial Advisory, First Time Home Buyers, Foreclosures, Financial Planning, Sellers
Education
University of Houston 1982 — 1985
JW Cole Financial, Inc. August 2009 - Present
Financial Planning Associates, Inc./J.W. Cole June 1993 - Present
Skills
Series 7, Finance, FINRA, IRAs, Series 24, Series 65, Fixed Annuities, Uniform Combined State..., ETFs, Series 6, Customer Service, Mutual Funds
Education
Art Institute of Fort Lauderdale
Westminster Christian School
J.W. Cole Financial, Inc. May 2014 - Present
Skills
Registered Investment..., Series 7, 24, 63, and..., Wealth Management, Financial Planning, MBA, 401K Rollovers, Retirement Planning, Fixed Annuities, Index Annuities, Variable Annuities, Stocks, Bonds, Mutual Funds, Managed Money, IRA's, Municipal Bonds, Series 7, Financial Advisory, Retirement
Education
University at Buffalo 1990 — 1992
Master of Business Administration (MBA), Marketing
Penn State University 1981 — 1985
Bachelor of Science (B.S.), Accounting
Self Employed December 2010 - Present
Cisek Art January 1997 - Present
JW Cole Financial, Inc. 2008 - 2010
Northwood University, WPB August 2007 - May 2008
A G Edwards March 2003 - February 2007
Skills
Management, Finance, Consulting, Art, Business, Small Business, Surfing, Leadership, Sales, Entrepreneurship, Team Building, Advertising, Marketing Strategy, Public Speaking, Business Development, Public Relations, Marketing, Start-ups
Education
Florida Atlantic University 2001 — 2003
MBA
University of Central Florida - College of Business Administration 1992 — 1997
BS
Crystal River High School
Rownd Asset Management January 2008 - Present
JW Cole Financial, Inc. 2010 - 2013
US Navy February 2001 - December 2004
Skills
Mutual Funds, Investments, Retirement Planning, Securities, Series 63, Series 7, Wealth Management, Retirement, IRAs, FINRA, Financial Advisory, Financial Services, Financial Planning, Fixed Annuities
Education
University of Arkansas at Little Rock 2004 — 2007
BS, Business Management
JHS Capital Advisors, LLC January 2011 - Present
J.W. Cole Financial, Inc. March 2010 - January 2011
Skills
Securities Regulation, Corporate Governance, Securities, FINRA, Private Equity, Alternative Investments, Series 24, Series 7, Private Placements, Hedge Funds, Financial Services, Estate Planning, Mutual Funds, Commercial Litigation, Corporate Law, Arbitration, Litigation, Business Litigation, Mergers & Acquisitions, Due Diligence, Mediation, Investments, Equities
Education
Samford University, Cumberland School of Law 1993 — 1996
Doctor of Law (JD)
University of South Florida 1987 — 1991
Bachelor of Arts (BA), English Literature
INVEST Financial Corporation August 2012 - Present
Invest Financial June 2011 - September 2012
JW Cole Financial, Inc. January 2010 - May 2011
JW Cole Financial, Inc. August 2009 - January 2010
Lincoln Financial Group October 2007 - March 2009
Raymond James Financial Inc. June 2005 - October 2007
Raymond James Financial Inc. June 2002 - July 2005
Skills
Investment Advisory, Insurance, Series 7, Securities, Financial Advisory, Mutual Funds, Series 24, FINRA, Series 65, Business Development, Recruiting, Relationship Management, Retirement Planning, Financial Services, Financial Planning, Series 63, Finance, Retirement, Fixed Annuities
Education
University of South Florida 1991 — 1994
Bachelor, Finance
JW Cole Financial, Inc. May 2013 - Present
Phillips Financial Services November 2012 - Present
Financial Advisers of America March 2011 - May 2013
Skills
Retirement Planning, Investment Portfolio, Personal Tax Planning, Health Insurance, Life Insurance, Employee Benefits, Estate Tax Planning, Personal Financial...
Education
Arizona State University 2009 — 2010
Bachelor's degree, Global Financial Management
Truman State University 2007 — 2008
Bancwest Investment Services Member FINRA/SIPC March 2013 - Present
JW Cole Financial, Inc. May 2011 - February 2013
Securities America, Inc. November 2008 - June 2010
Cambridge Investment Research January 2008 - November 2008
Education
Stetson University College of Law 2010 — 2012
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Henderson State University 2003 — 2005
BA, Sociology/History
JW Cole Financial, Inc. December 2013 - Present
Transamerica Financial Advisors, Inc. June 2010 - September 2013
Dreyfus Investments June 2008 - May 2010
Franklin Templeton Group January 2006 - June 2008
Franklin Templeton Group June 2000 - January 2006
Franklin Templeton Group December 1997 - May 2000
Skills
Business Acquisition, Succession Planning, Marketing Communications, Business Development, Public Speaking, Leadership, Coaching, Sales Management, Investments, Financial Advisory, Marketing, Retirement Planning, Portfolio Management, Finance, Strategic Financial..., Wealth Management, Investment Advisory
Education
St. Petersburg College 1992 — 1996
JondaKnows, Inc August 2014 - Present
Rasberry Producer Group July 2011 - Present
JW Cole Financial, Inc. June 2010 - May 2011
ING Financial Partners, Inc June 2008 - May 2010
Lowe & Lowe Wealth Management, Inc October 2005 - June 2008
JB Hanauer & Co April 2004 - October 2005
Edward Jones October 1998 - February 2004
Morgan Stanley Smith Barney July 1993 - October 1998
United Bankshares, Inc February 1987 - July 1993
Skills
Portfolio Management, Asset Protection, Insurance Planning, Retirement Planning, Risk Management, Annuities, Fixed Annuities, Financial Planners, Retirement, Life Insurance, Insurance, IRAs, Wealth, Investments, Series 7, Financial Advisory, Estate Planning, Employee Benefits, 401k, Disability Insurance, Strategic Financial..., Financial Services, Term Life Insurance, Wealth Management, Securities, Long-term Care, Investment Advisory, Mutual Funds, Bonds, Investment Strategies, Asset Allocation, Financial Risk, Series 63, Fixed Income, Pensions, Financial Planning, Finance, Sales, Strategic Planning
Education
Marshall University 1984 — 1989
Bachelor of Science, Physics
Huntington East High School 1980 — 1984
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
J.W. Cole Financial, Inc. July 2014 - Present
Residential Finance Corp August 2012 - March 2014
Tech USA December 2010 - August 2012
Homestead Funding Corp. January 2006 - October 2010
Education
University at Albany, SUNY 2007 — 2010
Business Administration and Management, General
NFP Advisor Services August 2015 - Present
J.W. Cole Financial, Inc. May 2013 - July 2015
CONCERT Retirement Plan Consulting November 2010 - May 2013
Santa Ana Regional Water Quality Control Board July 2010 - September 2010
Northrop Grumman Aerospace Systems July 2009 - September 2009
The Indus Entrepreneurs- San Diego Chapter January 2003 - September 2006
Skills
Series 7, Series 24, Series 66, FINRA, Alternative Investments, Finance
Education
University of California, Riverside 2006 — 2010
B.A., Economics, Environmental Sciences
J.W. Cole Financial, Inc. February 2015 - Present
BD Ops, LLC / Sigma Financial Corporation April 2013 - January 2015
CapTrust Financial Advisors/McDonald Partners LLC December 2011 - April 2013
Sigma Financial Corporation December 2004 - December 2011
BDOps, LLC December 2004 - December 2008
Indymac Bank August 2001 - August 2004
Skills
Finance, Mutual Funds, Customer Service, Retirement Planning, Insurance, Series 7, Investments, Wealth Management, Financial Planning, FINRA
Education
Eastern Michigan University 2005 — 2009
Masters, Business Administration
Western Michigan University 2000 — 2004
Bachelor of Science, Elementary Education, Math/Science, English
J.W. Cole Financial, Inc. January 2015 - Present
The Coca-Cola Company July 2014 - January 2015
MetLife March 2013 - November 2013
MetLife June 2010 - March 2013
Heartland Community College August 2009 - May 2010
Body and Soul, Morris, IL August 2005 - January 2008
Skills
Attention To Detail, Accounting, Bookkeeping, Team Coordination, Microsoft Office 2007, Customer Service, Account Management, Sustainability, Recycling, Civic Engagement, Food Industry, Leadership, Team Building, Strategic Planning, Access, Employee Benefits
Education
Illinois State University 2008 — 2010
Bachelor of Science (BS), Organizational Leadership
Joliet Junior College 2005 — 2007
Associate of Arts (A.A.), Accounting and Business/Management
JW Cole Financial, Inc. February 2012 - Present
JW Cole Financial, Inc. Member FINRA/SIPC June 2011 - February 2012
Beneficial Bank/INVEST Financial Corporation March 2008 - June 2011
Condé Nast Publications February 2007 - December 2007
Smart Financial Advisors, LLC/Multi-Financial Securities Corporation January 2007 - December 2007
Smart Financial Advisors, LLC/Multi-Financial Securities Corporation November 2004 - December 2006
Haddon Financial Group/SII Investments November 1999 - November 2004
Skills
Series 7, Series 24, Uniform Combined State..., FINRA, Securities, Series 63, Mutual Funds, Retirement Planning, Financial Advisory, Investment Advisory, Fixed Annuities, Banking, Retirement, Asset Managment, Management, Compliance, Series 66, Series 53, Florida 215 Life Health..., Series 7, 66, 24 & 53...., Asset Management, Investments, Wealth Management, Insurance, Financial Services
Education
Southeastern Louisiana University 1978 — 1980
Slidell Senior High 1977 — 1978
4.0
Havre de Grace Senior High School 1975 — 1977
4.0
J.W. Cole Financial, Inc. June 2014 - Present
Raymond James Financial Inc. March 2011 - June 2014
Raymond James Financial Inc. July 2007 - March 2011
Raymond James Financial Inc. June 2005 - July 2007
Skills
Series 7, Series 9, Series 24, Series 53, Series 63, Series 65, Sales Management, PowerPoint, Mutual Funds, Research, Microsoft Excel, Securities, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, FINRA, Fixed Annuities, ETFs, Investments, Risk Management, Variable Annuities, Financial Services, Investment Advisory, Retirement Planning, Wealth Management
Education
Barry University 1994 — 1998
Bachelor's of Science, Sport Management
Boston University
CFP Program
Gracie Barra Clearwater
J.W. Cole Financial, Inc. May 2015 - Present
Independent Financial Group LLC April 2013 - May 2015
Wall Street Financial Group October 1998 - April 2013
Skills
Retirement Planning, Securities, Asset Management, Investments, Mutual Funds, Financial Advisory, Asset Allocation, ETFs, IRAs, Variable Annuities, Fixed Annuities, Stocks, 529 Plans, Separately Managed..., Asset Managment
Education
Saint John Fisher College 1994 — 1998
BA, Economics
MassageLuxe March 2015 - Present
J.W. Cole Financial, Inc. May 2014 - December 2014
UPS December 2013 - January 2014
Macy's December 2012 - January 2013
Innovative Educational Programs, LLC July 2012 - August 2012
Innovative Educational Programs LLC July 2011 - August 2011
Kings Super Markets October 2008 - May 2011
Skills
Microsoft Office, Time Management, Customer Service, PowerPoint, Microsoft Word, Social Networking, Leadership, Event Planning, Teamwork, Microsoft Excel, Facebook, Research
Education
University of South Florida 2012 — 2016
Bachelor's Degree, Business Administration and Management, General, Junior
Suncoast Federal Credit Union January 2012 - Present
JW Cole Financial, Inc. February 2011 - February 2012
Invest Financial Corp. April 2006 - October 2010
Skills
Practice Management, Vendor Relations, Customer Relations
Education
Eastern Illinois University 1993 — 1995
Exercise Physiology
JW Cole Financial, Inc. October 2012 - Present
Genworth Wealth Management 1999 - October 2012
RTE Asset Management January 1991 - July 1999
Skills
Investments, Leadership, Management, Asset Allocation, Financial Advisory, Asset Management, Finance, Marketing, Sales, Product Development, Series 7, Mutual Funds, Alternative Investments, Insurance, Retirement Planning, Wealth Management, Series 63
Education
Florida State University
Financial Planning Technologies June 2003 - Present
JW Cole Financial, Inc. July 2013 - May 2014
Raymond James & Associates January 1997 - June 2003
Raymond James Financial, Inc January 1995 - January 1997
Raymond James Financial, Inc January 1992 - January 1995
Skills
Project Management, Software Training, .Net, Business Analysis, Public Speaking, Troubleshooting, Procurement, Portfolio Management, Hands-on Training, Wealth Management, SaaS, Investments, Start-ups, .NET, Asset Allocation, Management, Risk Management
Education
College for Financial Planning 2001 — 2003
CFP, Financial Planning
University of Florida 1988 — 1992
B.S., Economics
TIAA-CREF February 2012 - Present
JW Cole Financial, Inc. April 2009 - February 2012
University of South Florida December 2008 - August 2011
Smith Barney July 2007 - October 2008
Raymond James Financial Services 2001 - 2007
SunTrust Investment Services April 1999 - April 2001
T Rowe Price 1997 - 1999
Skills
Series 7, Series 63, Series 24, Securities, Financial Services, Insurance, Series 65
Education
University of South Florida - College of Business Administration 2008 — 2011
MBA
University of Tampa 1993 — 1995
Bachelor of Arts
Providence Investments 1993 - Present
J.W. Cole Financial, Inc. July 2014 - Present
J.W. Cole Advisors, Inc. July 2014 - Present
First Allied Securities June 2008 - June 2014
First Allied Advisory Services June 2008 - June 2014
FFP Securities, Inc. February 1994 - May 2008
FFP Advisory Services, Inc. February 1994 - May 2008
Skills
Wealth Management, Risk Management, Retirement Planning, Financial Planning, Estate Planning, Financial Services, Investments, Investment Advisory, Securities, FINRA, Personal Finance, Small Business, Financial Goals, Retirement, Series 6, Series 63, Series 65, Series 22
Education
Cannon Financial Institute
Certified Wealth Strategist Professional
Louisiana Tech University 1987 — 1991
B.S., Business Management
st. pete electric December 2010 - Present
JW Cole Financial, Inc. October 2009 - November 2010
Modern Business Associates February 2009 - September 2009
Beef O' Brady's June 2007 - January 2009
Raymond James June 1992 - June 2007
Education
St. Petersburg College
Accounting
J.W. Cole Financial, Inc. 1999 - Present
Guinness Import Company 1996 - 1999
Skills
Series 7, Wealth Management, FINRA, Mutual Funds, Retirement Planning, Investments, Alternative Investments, Securities, Investment Advisory, Retirement
Education
Eastern Illinois University
JW Cole Financial, Inc. December 2009 - Present
Kevin L. Corkery Financial October 2006 - Present
MassMutual Financial Group October 2006 - November 2009
National Life Group October 2000 - October 2006
Prudential Financial May 1997 - October 2000
Skills
Series 63, Series 7, Fixed Annuities, Retirement, Securities, Strategic Financial..., Investments, Insurance, Retirement Planning, Equities, IRAs, Mutual Funds, Risk Management, Wealth Management, 401k, Uniform Combined State..., Investment Advisory, Wealth Accumulation
Education
The American College 2012 — 2014
CFP© Curriculum Certification, Financial Planning
State University of New York College at Potsdam 1991 — 1996
J.W. Cole Financial, Inc. September 2015 - Present
Skills
Series 7, Series 24, Series 66, Series 4, Series 53, Series 99, Series 79, Broker-Dealer Compliance, Investment Advisor...
Education
Florida Southern College 2005 — 2007
Bachelor of Science (B.S.), Bussiness Administration: Financial Management
J.W. Cole Financial, Inc. May 2015 - Present
J.W. Cole Financial, Inc. September 2013 - May 2015
Florida Tax Advisors, LLC October 2012 - September 2013
Florida Tax Advisors, LLC February 2010 - October 2012
Skills
Mutual Funds, Wealth Management, Series 7, Investments, Financial Services, Retirement Planning, Portfolio Management, Insurance, Retirement, Securities, Equities, Risk Management, Financial Advisory, Investment Strategies, Fixed Annuities, Asset Management
Education
Frostburg State University 2005 — 2009
Bachelor of Arts, Spanish, Sociology, Business Administration
JW Cole Financial, Inc. January 2007 - Present
Education
University of Central Florida 1996 — 2000
Communication